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Non-Personal Dashboards

💡 Compared to the regular Personal Dashboards the Non-Personal Dashboard variant can be managed configured by administrators via the Organization Unit assignment.

BEFORE YOU START

Contact Center Please note that only Contact Center licensed users can access the Dashboards feature. As Admin you may create as many Non-Personal Dashboards as needed.

 

INC Dashboard Widget Data Size Limitations

☝FILTER/QUERY SIZE LIMITATIONS

To keep the performance on Dashboards manageable, query limits of 200 users / 200 services each apply on filtering (e.g. when selecting very large Organization Units). This limit applies summed-up across all widgets on the same Dashboard.

💡A warning and counters will be shown when this limit is exceeded and data will not be queried.

💡(Existing) Dashboards that break this limit will not be adjusted retroactively, but also show the warning instead of the actual data query.

 

TENANT ADMIN

OU ADMIN

Non-Personal Dashboards are managed only by administrators.

 This is done via Administration > Configuration > Non-Personal Dashboards. The configuration steps are described below on this page.

TEAM OWNER

SERVICE SUPERVISOR 

AGENT

User Accounts (Service Owners, Supervisors, Agents) can view Non-Personal Dashboards, but not edit them.

💡 In the Personal Dashboards overview the different types are distinguished by icons for Personal Dashboards and Non-Personal Dashboards .

💡 Note that Organization Unit affiliation determines if the Non-Personal Dashboard is visible.

Creating a Non-Personal Dashboard

The creation of new Non-Personal Dashboard is very similar to that of Personal Dashboards, however with additional steps for publishing.

Defining the Dashboard details

This step is nearly identical to Personal Dashboards:

  1. Head to Configuration > Dashboard > Non-Personal Dashboards and click "Create New".
  2. Provide the dashboard details (Name, Description, Organization Unit, Color, Picture) in the popup.      
         
    💡 You can change these details later if needed.
  3. After creation you can now see your Dashboard in the list. You can now start to edit its properties.      
  4. Make adjustments to properties and widgets. Note that these are configured like on personal Personal Dashboards.

Show list of widgets available per user...

✅Dashboard widgets availability per role
 

 Contact Center Portal User Roles with access ►

SUPERVISOR

TEAM / SERVICE OWNER

 USER
Widget Type Name Description User Service Owner Owner Limited Agent
Service Widgets    





 		 Service KPI Tile Shows a single service KPI for the selected services.   ✅ ✅ ✅ ✅
Service KPI Tabular Shows Service KPI's per Service in a tabular view.   ✅ ✅ ✅ ✅
Service KPI Chart Shows a single historical service KPI value of today for the selected services with comparative trend and graphical look back.   ✅ ✅ ✅ ✅
Service KPI Comparison Chart Shows Service KPI's in a chart per Service for comparison.   ✅ ✅ ✅ ✅
Service KPI Graph Shows Service KPI's aggregated for one or more services over time.   ✅ ✅ ✅ ✅
Service Queue Tabular Shows the current tasks in queue for multiple services.   ✅ ✅ ✅ ✅
Live Service Tasks Tabular Shows the current live inbound tasks for multiple services.   ✅ ✅ ✅ ✅
Service Outbound Tasks Tabular Shows the current Outbound Call tasks for multiple services.   ✅ ✅ ✅ ✅
Service External Tasks Tabular Shows a heatmap with task resolution information with historical data ranging back up to 4 weeks.   ✅ ✅ ✅ ✅
Service Heatmap Shows the a Heatfor multiple services.   ✅ ✅ ✅ ✅
Service Supervision Shows the current tasks for multiple services to supervise → See Dashboard Supervision    🔍      
User Widgets User State Tabular Shows the current user states in a tabular view. ✅        
User State Chart Shows the current user states in a chart view. ✅        
User Supervisor Tabular Allows supervisors to administrate users. → See Dashboard Supervision ✅        
User Tile Shows a count of users matching your filter criteria. ✅ ✅

✅

 

 ✅
Common Widgets Markdown Allows you to display formatted text and pictures on your dashboard through markdown syntax. ✅ ✅ ✅ ✅ ✅
Date & Time Shows the current Date and/or Time. ✅ ✅ ✅ ✅ ✅
Embedded Website Allows you to present external content/websites on your dashboard. ✅ ✅ ✅ ✅ ✅

WIDGET DATA ACCESS

  • Contact Center Users need to be Contact Center licensed to view either personal Dashboards or non-personal Dashboards. The license is applied via User Administration.
  • Please note that Dashboards and data shown in widgets underlies User Permission and Organization Unit restrictions:
    • Widgets in Dashboards show data according to the logged in user.
    • KPI and Task data is shown limited to the services the user is a part of.
    • Dashboard filter adjustments are allowed only by reading "up the path" according to Organization Unit rules.

🔍 Service Supervisors which also act as Agents cannot engage in Supervision sessions while they have a call ongoing. 

 
 
 

Show configurable widget properties...

Properties, Filters and Settings listed below apply for Dashboard Widgets in either Personal Dashboards and Non-Personal Dashboards.

 
Property Related Dashboard Widgets Description / Usage
Avatar
  • User State Tabular
 Picture of the user as defined in the Tenant's user directory. Also shows the → Presence State as a small colored dot.
Background Color
  • Service / User KPI tile Widgets

A choice of background colors.

💡 The font color inverts automatically increase contrast on bright colors.
Columns
  • Any "Tabular" Widgets
  • Service Supervision Widgets

Determines which columns get shown in a tabular widget.

💡 To reorder, drag and drop the entries      

During Edit Mode you can do the following:

  • Change the column width by dragging the handles between columns (shown on mouse-over)
  • Change the default column sorting order by clicking on the header.
Content
  • Markdown

Uses → Markdown language to show content of your choice. Supported features are:

☝ Other extended Markdown Syntax may work, but break the Widget layout.
Controls
  • Service Supervision

🔍 This column relates exclusively to Supervision widgets.

✅  You require "Supervisor" User Roles to use the controls. Refer to Dashboard Supervision for details.
Data Source
  • All "user" widgets
  • All "service" widgets

☝ Attention: Your previous data source selection is removed when switching between options below. If you need to filter with different sources (e.g. specific users and Organization Units), create two separate widgets instead.

Select a type of data source with the following options:

  • Services - (for "Service" type widgets). Shows all services based on your roles and memberships. → Also see User Administration > Services tab.
  • Users - (for "User" type widgets). Shows all users based on your roles and which are part of your services. → Also see Service Administration > Users tab.

Organization Units - ✅ SUPERVISOR You require a service / user supervisor role granted for the corresponding Organization Unit to see entries.     
→ Also see User Administration > Roles tab.

Service Type "Supervisor" Role applied
"Service" Type Widget OU selection

 

 
Date and Time (Widget)
  • Date and Time

Note: Properties below are unique to the "Current Date and Time" widget:

  • Allows to select a clock type: Digital or Analog design
  • Allows to show and set a time zone (UTC offset)
  • Allows to show current date and set a format
  • Allows to show current time as digits (e.g. in addition to analog format or if only a date should be shown) and set the time format.
  • Allows custom content, can be formatted with markdown. See → Content
Due Date
  • Service Outbound Tasks Tabular

Limit the list to Outbound Call tasks that only match the due date criteria.

🔍 Tasks are created and manipulated via Flow Actions of the Microsoft Power Automate Connector.
Height
  • All widgets

Determines grid tiles used by this widget.

💡 Widgets may snap back to certain min / max grid sizes depending on widget type, e.g. to allow a minimum of content being shown.

💡 While in "Edit mode" you can also adjust the widget height via the handles on its bottom-right.
Items per Page
  • User State Tabular

For tabular widgets, amount of entries to show before pagination should occur. 
Orientation
  • Service KPI Comparison Chart

For bar chart widgets, shows the bars in either horizontal (X-Axis) or vertical (Y-Axis) direction.
KPI (Metrics)
  • Any "KPI" Type widget

Various Key Performance Indicators (KPI), also used within "Live" Reporting for each service.

  • In queue, TASK(S)
  • Connected, TASK(S)
  • Active, MEMBER(S)
  • Available, MEMBER(S)
  • Not Available, MEMBER(S)
  • Longest waiting task, (hh:)mm:ss

"Historical" / based on →  TimeFrame

  • Acceptance SLA, % 
  • Accepted by user in SLA, TASK(S)
  • Accepted by user, TASK(S)
  • Handled by System, TASK(S)
  • Handled rate, %
  • Hangup SLA, %
  • Hangup before accept, TASK(S)
  • Hangup by workflow, TASK(S)
  • Hangup in IVR after Queue, TASK(S)
  • Hangup in IVR, TASK(S)
  • Hangup in queue in SLA, TASK(S)
  • Hangup in queue, TASK(S)
  • Not handled, TASK(S)
  • Queued, TASK(S)
  • Reachability, %
  • Total, TASK(S)
  • Transferred by workflow, TASK(S)
  • Voice message, TASK(S)
  • Ø Connected time, (hh:)mm:ss
  • Ø IVR time, (hh:)mm:ss
  • Ø Queue time, (hh:)mm:ss

KPI NOTES ON WIDGET BEHAVIOR

  • Average calculated KPI values are weighted against the total amount of items (Tasks, Handled Calls, Reachability, etc.) within the services specified in your widget filter. This is to ensure that - for example - a service with just one failed call showing a 0% handled-rate does not negatively impact overall KPI metrics of services with thousands of calls with a 99% handled-call rate..
  • Selection of a KPI criteria will automatically restrict other fields to the same type. (e.g. tasks, time, percentage) The dropdown list is filtered automatically as you add more KPI to an existing widget.     
    💡 Example: On a comparison chart, picking any KPI of type "Task" will limit further values to be selected to task-based KPIs. This is to keep the axis reference and unit count consistent. → To show different KPIs, either start a separate widget or delete any KPI entries, switching the last entry to a different criterion (percentage, task, user, time, etc.).

💡 Tip: Some Widgets allow to display a single KPI name in the → Title field. The placeholder <KPI> will dynamically get replaced with your selected KPI.

 

KPI UNITS AND THRESHOLDS

Some widgets allow to define → Thresholds to react to KPI value changes with color and sound. Note that;

  • Changing your KPI metric type (e.g. from percentage to a flat numbers) will delete any of your defined threshold entries as they are now invalid.
  • Switching to the same type (e.g. from % to %) will retain the thresholds you defined previously.

💡 Tip: If this happens to you by accident you can restore your previous threshold settings by cancelling the widget edit, which discards your changes.

 
Legend
  • All Graph and Chart Widgets

Allows to hide or show a KPI legend on any side of the widget.

Options: Hidden, Right, Bottom, Left, Top

💡 When "Hidden" is selected, the legend can be accessed via mouseover on an info-icon in the widget corner.  
Level
  • Live Service Tasks Tabular
  • Service Queue Tabular

Shows the level of call (task) escalation in a service queue. A user's individual Duty State (and associated Responsibility Profile ) determines at which level they are considered for calls. Skills and Responsibilities are defined for each user. Only users matching the criteria are selected for calls. 

→ See Widget Filters .

🔍 Level escalation is defined in a Distribution Policy and applied in the Distribution Service Settings of the respective Contact Center Service. 
Look Back Chart
  • Service KPI Chart

💡 This widget property can be combined with a → Trend indicator, or used standalone.

  • Toggle (on/off). When enabled, displays a a look back chart.
    • Based on selected lookback options: 30, 14, 7 or 5 days
    • Default: 5d
  • When the "Look Back Chart" is enabled you can can also show/hide a value axis

Look Back Chart with value axis. Detailed datapoints are shown on mouseover
Presence State
  • User State Tabular
  • User State Chart
  • User Supervisor Tabular

Narrows down Users the MS Teams Presence Status (Available, Away, BRB, Busy, DND, Offline, Unknown)

→ See Widget Filters .
Primary KPIs
  • Service KPI Graph

Optional KPI to show on the left Y-Axis. Can either be:

  • Tasks
  • Time
  • Percentage

Up to 4 Metrics of the same type can be shown (stacked).

🔍 Also see → KPI for details on each Metric.
Priority
  • Live Service Tasks Tabular
  • Service External Tasks Tabular
  • Service Queue Tabular

Column showing the Task Priority of incoming calls.

Configurable Property Description Behavior What it looks like
Task Priority
  • Strict*
  • Highest
  • Very High
  • High
  • Normal (Default for Services)
  • Low
  • Very Low
  • Lowest
  • Nothing Else*

* see 🤔

When a new task enters the to the queue, it gets a priority according to the service setting:

  • Tasks are distributed according to your currently applied Distribution Policy (e.g. "Longest Idle" or "Most qualified" users first).
  • The order of Tasks is handled by priority, meaning:  
    • A new task of higher priority over existing tasks will take precedence and be handled as soon as possible.
    • A new task of equal priority will be sorted in below already existing tasks of the same priority, as it entered the queue at a later point of time.
    • A new task of lower priority will be sorted "in-between" higher priority task rounds, using a weighted round robin method. → See chapter below.

🤔 When should I select "Strict" or "Nothing Else" as my priority?

  • "Strict Tasks" will always be put on top of your queue. Use this for Emergency services and important VIP hotlines that always should get precedence over anything else in your queue.
  • "Nothing Else" Tasks will only get distributed when your service queue is empty.

☝ Note that selecting either "Strict" and "Nothing Else" will ignore round-robin distribution. Tasks get lost due to potentially long queue times.

In views with a task list (e.g. My Overview or Personal Dashboards with "Task" widgets) a "Priority" column indicates how high this task is ranked in the queue. With this setting, tasks may now "displace" existing tasks to a new rank.

 

Weighted Round Robin Task Distribution

Due to the rules above, task may "starve" for very long in a queue. An example would be a "Lowest" priority task getting outranked by higher priority tasks. To avoid this, a weighted round robin method is in place to mix in lower-priority tasks, equally distributed amonst available users:

Learn more...

Q: Calls in Queue | H: Handled | R: Remaining

Priority Q H R H R H R H R H R H R H R H R H R H R H R H R H R H R H R
1 (high) 12 2 10     2 8         2 6     2 4         2 2     2 0        
2 (med) 6     1 5     1 4         1 3     1 2         1 1     1 0    
3 (low) 3                 1 2                 1 1                 1 0
Round Counter Round 1 Round 2 Round 3 Round 4 Round 5 Round 6
Time (t) t1
tn

WEIGHTED ROUND ROBIN

The Round Robin procedure distributes the calls in such a way that the ratio between the individual priority levels is always 2:1. Each time another "Round" is started, that round counter is applied to the "weight" of the remaining tasks.

The example above assumes a configuration with 3 priority levels. There are 21 calls in the queue, with the following priority:

  • 12 calls with priority 1
  •   6 calls with priority 2
  •   3 calls with priority 3

Following the 2:1 rule, the calls are queue over time t as follows:

  1. Round 1: High Med tasks added in 2:1 ratio.  No "Low" priority tasks in Round 1 as "Medium" task count outweighs the low task count.
  2. Round 2: High Med Low tasks added in 2:1 ratio. The "Low" priority  tasks get a round-multiplier added to their weight, now outweighing "Medium" tasks and thus are added in a 2:1 ratio.
  3. Round 3: Same as Round 1.

🔍 Sources: Weighted Round Robin (Wikipedia Article). Please note that this example only works as long as no new calls are being processed. Calls with strict or no priority are not considered in this rule.
 
 
Retries Left
  • Service Outbound Tasks Tabular

Limit the list of Outbound Call tasks that only match the remaining retries criteria.

💡A retry is one attempt to distribute an outbound call to a user. If the Nimbus user (Agent) does not respond in time, this number is incremented up until a specified maximum.

🔍Tasks retries are specified and manipulated via Flow Actions of the Microsoft Power Automate Connector.
Scale     

 
  • Any Widget

Text and Element scaling within the widget.

💡 Does not impact → width or → height of the widget itself. Overflow will result in scroll bars shown inside the widget.
Secondary KPIs
  • Service KPI Graph

Optional KPI to show on the right Y-Axis. Can either be:

  • Tasks
  • Time
  • Percentage

🔍Up to 4 Metrics of the same type can be shown (stacked).

(info) Also see → KPI for details on each Metric.
States
  • Live Service Tasks Tabular
  • Service Outbound Tasks Tabular
  • Service External Tasks Tabular

Determines the status of a task, as it used in other views and for Reporting.

  • Outbound Calls are filtered by states:
    • Scheduled - while scheduled it can be deleted or properties changed
    • In Progress - while in this state, changes or deletion of the task properties are not possible
  • External Tasks are filtered by states:
    • In IVR, In IVR After Queue, In Queue, Connected

🔍Tasks are created and manipulated via Flow Actions of the Microsoft Power Automate Connector.
Supervision Active
  • Service Supervision

Status indicator for when Supervision → Controls were used.

🔍This column relates exclusively to Supervision widgets.  Refer to Dashboard Supervision for details.
Threshold (Filters)
  • Live Service Tasks Tabular
  • Service KPI Tabular
  • Service KPI Tile
  • Service Supervision
  • User State Tabular
  • User Supervisor Tabular

Applies an event threshold that reacts to a specified KPI (or column in tabular widgets).

The threshold criteria are as follows:

Rules
  • Rule matching happens from top to bottom upon first "match" the threshold evaluation is aborted.
  • The order can be changed with the drag & drop handles located on the left of already defined threshold list entries.
Values
  • Values depend on the → KPI selected for the threshold (e.g. number of tasks members, or percentage of handled calls).
  • Non-numerical entries (e.g. User Presence State) can also be affected, e.g. when a presence state exceeds a certain "Time in State" threshold. Here is an example:

 

 

☝ Note that changing your → KPI metric type (e.g. from percentage to flat numbers) deletes the defined thresholds.
Display Format

The display format is picked based the chosen KPI

  • %: default to "100%"
  • tasks/users: defaults to "0"
  • hh:mm:ss: defaults to "00:00:00" with timepicker
Colors

Colors can be applied:

  • ...for tabular widgets, color applied to the respective cell / KPI column upon reaching a threshold criteria match.
  • ...for tile widgets, color applied to the whole tile as base and changed upon reaching a threshold criteria match.
Sound

Sound can be played upon reaching a threshold value. 

  • A sound can be set to be played either once or continuous. 💡 You can preview the sound files. 
  • A direction may be specified for sound when meeting threshold criteria: 
    • From Above - (arrow up) when values were previously higher
    • From Below - (arrow down) when values were previously lower

💡 Direction and repetition settings are shown below a criteria entry.
Time Frame / Scope
  • Service KPI Tabular
  • Service KPI Tile
  • Service KPI Graph
  • Service KPI Chart

Narrows down shown data by time: 

  • Today (current)
  • Last 48hours
  • last 7days
  • last 30days

💡 Used mainly for "historical" → KPI , e.g. Task that have concluded with a definite result.
Time in State
  • Live Service Tasks Tabular
  • Service Supervision
  • User State Tabular

Tracks the time (upwards counting) since the Service / User state has changed. Depending on the widget this column tracks different times: 

  • For Tasks it counts the time since the last call task state change in the system: In IVR, In Queue, In IVR After Queue, Connected, Parked, Transferring
  • For Presence States changes it counts the time since the user's MS Teams messenger presence has changed: Available, Busy, Away, DND, BRB, Offline.
  • For Supervision sessions it counts the time since the user is in an active call session that allows for Supervision → Controls to be used.

💡 We recommend to combine this column with → Thresholds to mark entries that have exceeded a certain time limit.
Title
  • Any "<KPI" Type widget
  • Markdown widget
  • "Tabular" widgets
  • "State" widgets

Customizable widget title. Can be hidden for some widgets via "Show Title" Toggle.

💡 Dynamic KPI Title Placeholders: In widgets that show a single KPI the title can include a <KPI name placeholder> and mixed with your text.     
💡 Example: "My Service <KPI>" resolves into "My Service Acceptance SLA"
URL (external Website)
  • Embedded Website

Used to specify an embedded website.

✅ The URL must start https:// - insecure websites are not allowed.

WEBSITE EMBEDDING LIMITATIONS

Some websites prevent IFrame embeds on remote sites, which cannot be circumvented. When you try to embed such protected URLs, errors like 401 (unauthorized) or a "Refused to Connect" message will be shown instead of your desired output.

✅ Possible Workarounds:

  • If available, consult your external source website support to check if any iframe-referrals are allowed. Some services offer specialized data widgets for that purpose or provide authorized token-URLs that you can use.
  • If you have access to whitelists on your source website, try to allow the *.luware.cloud domain.
 

Show more technical information...

There are two types of HTTP headers in websites that control iframe loading:

X-Frame-Options: DENY

Content-Security-Policy: frame-ancestors 'none'

The HTTP Content-Security-Policy specifies valid parents that may embed a page using <frame>, <iframe>, <object>, or <embed>.

A website header called x-frame-options specifies the access prevention, determined via the following values: 

  • if set to DENY the site isn't allowed to be loaded in iframe 
  • if set to SAMEORIGIN the page can only be embedded in a frame on a page with the same origin as itself.
  • if set to ALLOW-FROM the page can only be displayed in a frame on the specified origin. This only works in browsers that support this header.

🔍 Related Sources:

 
 
Trend Indicator
  • Service KPI Chart

💡 This widget can be combined with a → Look Back Chart, or used standalone.

  • Toggle (on/off). When enabled, displays a Trend Indicator if available for the selected KPI. A trend is calculated as follows:
    • Based on selected lookback options: 30, 14, 7 or 5 days
    • Default: 30d
  • When the Trend Indicator is enabled you can can also configure if "Upward trend is"
    • Positive (Green), Negative (Red), Inconclusive (Blue)
    • Default: Positive

Total Task trend with inverted positive (red color) setting
Type (of Widget Filter)
  • Service Outbound Tasks Tabular

The type of service (inbound / outbound).

💡 Depending on the widget this filter may be limited to a preselection.
  • User State Chart

Determines what type of User States the widget should display.

  • User Presence State: Displays the MS Teams Presence Status (Available, Away, BRB, Busy, DND, Offline, Unknown)
  • User Duty State: Displays the Duty States of the user (On Duty: Available, On Duty: Not Available, Off Duty)
  • User Duty Profile: Displays the current Duty Profiles selected by users (Duty, Off Duty)

💡 Note that after selection additional filters to narrow down the states become available.
  • User Supervisor Tabular

Allows to filter entries by inequality operators " >, >=, <, =<" for: 

  • Time spent in ACW (After Call Work).
  • Time spent in Extended ACW.
  • Time spent in RONA state.

All times are specified in hh:mm:ss     
 

🔍 Note that RONA and ACW values can be adjusted via Distribution Service Settings for each Service.
Widget Filters

🔍 Notes / Preconditions:

  • Filters apply to the entries being selected in the → Data Source field. (either Services, Users or Organization Units)
  • You need to be "owner" of services on which you want to apply user filters on.
  • GDPR Refer User Roles for a detailed overview on which user role can see the data you showcase in a Dashboard widget.

Filters narrow down entries in widgets. Based on the widget type the following filters are available:

  • Nimbus Service Task States (In IVR, In Queue, In IVR After Queue, Connected, Parked, Transferring) → 🔍 Also see "States" filter in this table.
  • MS Teams Presence State (Available, Busy, Away, DND, BRB, Offline)
  • Duty States (Duty, Off Duty) → 🔍 correlates to the "Duty Profile" column in user-type widgets.
  • Duty Profiles → 🔍 See Responsibility Profiles and → Skills and Responsibilities.
  • Level (of Distribution 🔍 Also see → Distribution Policies.
  • Tasks (All, Handled, Not Handled) 🔍 Also see → Nimbus KPI Calculations for details on task resolution.
  • Type (of operator >, >=, <, <=). Used in conjunction to filter e.g. user lists by a certain time in state (e.g. ACW or RONA).
Width
  • All widgets

Determines grid tiles used by this widget.

💡 Widgets may snap back to certain min / max grid sizes depending on widget type, e.g. to allow a minimum of content being shown.

💡 While in "Edit mode" you can also adjust the widget width via the handles on the widget's bottom-ri
 
 

NOTES ON DATA VISIBILITY AND ACCESS

  • Each Non-Personal Dashboard has a creator and modification date. Note that administrators with the same level of access can also edit (and delete) any Non-Personal Dashboard. When a creator user is removed from Nimbus the creator will be shown as "N/A", but the board continues to exist.
  • Clicking "Edit Dashboard" on any existing entry will bring you directly to Edit Mode. You can always adjust properties and filters as needed, but note that these changes apply to everyone with viewing/editing permissions on this board.
  • Filters and widgets in Dashboards are reliant based on your currently logged in user account's Organization Unit .
    • This determines the data and visibility to other users within the same OU hierarchy.
    • You will not see live data (such as incoming sessions, user states) on these dashboards due to data privacy reasons.
 

Publishing the Dashboard

As administrator you can decide when you want to make a Non-Personal Dashboard available to all "privileged" users:

  1. Edit your dashboard and ensure it is assigned to the correct Organization Unit. → 💡 Users therein and below that OU will see this entry once published.
  2. Once satisfied make the Dashboard available, enable the "Publish" toggle.      
     

Viewing the Dashboard

✅  Once published by you or any other administrator all assigned users get immediate access to the new Non-Personal Dashboard, located within their Dashboard overview.

HOW USERS SEE NONPERSONAL DASHBOARDS

Within from a users point of view there are some notable differences on viewing Non-Personal Dashboards:

  • A user will only see a Non-Personal Dashboards where they have at least Service user, Service Owner or Supervisor permissions for their Organization Unit and up the path. This is according to "reading along the path" rules.      
  • Only viewing rights are granted to Non-Personal Dashboards. An icon will distinguish between Personal and Non-Personal Dashboards on the Dashboard overview.       

 

Known Issues and Limitations

  • KNOWN LIMITATION The Data displayed in the Non-Personal Dashboard is filtered depending on the logged-in user's permission. This means that users may see the same Dashboard Widgets but different Service/User data filtered therein.  The possibility to show the data independently from the logged-in users will be available in the future.
  • If a user doesn't have the right to create Personal Dashboards – and there is no Non-Personal dashboard made visible to them – "No data available" is displayed.
Personal Dashboards

  Personal Dashboards are user-customizable walls available to every Contact Cent...

Live View

PRECONDITIONS In order to see the Live View, you need to fulfill the following re...

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